MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC MELI — MERCADOLIBRE INC

Ownership history in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC  ·  10 quarters on record

AI Ownership Summary

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported MERCADOLIBRE INC (MELI) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.01% in 2025 Q2. The latest visible filing shows MELI at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MELI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's position in MERCADOLIBRE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MELI was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MELI stock page MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC fund profile MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC full holdings
How MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC held MELI — position size vs. price
% of Fund (quarterly)    MELI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 1,645 -36 -2.1% 0.90% $3.8M 2025-10-17 $2024.98
2025 Q2 ADDED — — — 1,681 +202 +13.7% 1.01% $4.4M 2025-07-21 $2379.06
2025 Q1 ADDED — — — 1,479 +1,110 +300.8% 0.60% $2.9M 2025-04-21 $2056.43
2024 Q4 REDUCED 56.2% +14.7% ❌ 369 -474 -56.2% 0.13% $627K 2025-01-22 $1818.49
2024 Q3 ADDED — — — 843 +227 +36.9% 0.28% $1.7M 2024-10-15 $2033.62
2024 Q2 REDUCED 10.2% +24.9% ❌ 616 -70 -10.2% 0.22% $1.0M 2024-07-22 $1687.38
2024 Q1 REDUCED 89.3% +5.7% ❌ 686 -5,711 -89.3% 0.20% $1.0M 2024-04-15 $1415.88
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MELI

As of 2026 Q2 — sorted by position size

DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 3Y 7Y 49.91% Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 35.87% SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 3Y 7Y 35.82% Moneda S.A. Administradora General de Fondos 3Y 33.39% Marcho Partners LLP 3Y 26.92% Sharp Capital Gestora de Recursos Ltda. 3Y 24.19% Northcape Capital Pty Ltd 3Y 7Y 23.17% Lakehouse Capital Pty Ltd 3Y 22.16% Ampersand Capital Group, L.P. 20.21% Nellore Capital Management LLC 3Y 16.9%

FAQ About MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC and MELI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported owning MELI?

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported MELI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MELI position in MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for MELI was 1.01% in 2025 Q2.

What is the latest reported MELI position on this page?

The most recent filing on this page is 2025 Q3, when MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported 1,645 shares, equal to 0.90% of portfolio, with an estimated market value of $3.8M.

What does the chart on this MELI ownership page compare?

The chart compares MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC's quarterly MELI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC time their MELI position?

Based on 13F filing dates vs. subsequent MELI price moves, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on MELI relative to SPY over the holding period was -18.6%.

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